Advisors, Start Your Meetings With These Questions. Financial Advisor Training.

[@HaroldSimmons-mf3ep]

This is such an insightful video! It’s a great reminder of how important it is to start retirement planning early. I’ve been working with my financial advisor to structure a portfolio that balances growth and income. It’s made me realize how critical professional guidance can be when navigating complex decisions like asset allocation.

[@chadcodak372]

Question #5 - How would you like me to help? We sure can get ahead of ourselves by assuming and moving into action with what WE THINK the prospect/client is in need of, when in fact it maybe wrong. What a refreshing way to take pause and hear clarity in the conversation. Thanks for your video!

[@davezoller]

What a great point, Chad. Thanks for commenting!

[@jengamiao]

Simple yet powerful questions! They lead just enough. Thank you!! Following 👍🏼

[@yogeshdeshpande4166]

So simple.. So correct.. thank you ❤

[@michaelciocca216]

I’m prepping for a role play interview and this is super helpful. Thanks Dave!

[@davezoller]

Glad it was helpful! Thanks Michael.

[@jamesgriffin7046]

My second "question" is this statement: "Tell me more." I use it all the time, in a variety of situations. Not just with clients.

[@davezoller]

Thanks James! I like that.

[@jenicr8954]

Oh, good one!! I'll write this down

[@sandrafernandes5702]

simple and straight to the point, i have my first big meeting tomorrow with a business owner and going to use this strategy.

[@davezoller]

Good luck! I hope it goes well.

[@jacknottingham9492]

How did it go??

[@Michelle_Sanders561]

Retirement becomes truly fulfilling when you possess two essential elements: simple financial resources and a meaningful purpose in life. Make prudent investment choices to secure good returns and ensure a comfortable retirement. My question now is how to get a good fianancail advisor that I can invest with and have good returns before retirement age .

[@zullatalks]

Hoping to start my advisor journey soon. This was a good starting place. Thanks much.👍

[@davezoller]

You can do it!

[@nickapleasee]

Simple, straight forward, and effective. Thanks Dave

[@davezoller]

Thank you, Nick! I appreciate the comment.

[@shaunpalfrey1432]

As a second careerist just beginning to build a client bank from zero her in the UK that is very usual. Hardest thing I find is to stop my mind looking for solutions or immediate buy ins too soon .

[@davezoller]

✅ Advisors, Here's how to grow your business: ✅ www.streamlinemypractice.com/membership

[@fintalkwithhema]

Thanks for the help man

[@davezoller]

Any time!

[@michaelhuisman7902]

Thanks dave will be using this morning in a prospective appointment. I always go with, i know your time is valuable and want to make sure you get value out of today. What is the one big thing you are looking to get out of today? It usually goes well and makes sure i didnt waste their time talking about something they didnt really come in to talk about

[@davezoller]

Thanks for sharing !

[@alexkhassa]

Great questions! Thanks for taking time to make this video. I love The Coaching Habit.

[@davezoller]

Glad it was helpful!

[@justinjones8364]

It would be great to see this acted out/role-played. I would love to see your transitions. Keep up the great work!

[@davezoller]

Great suggestion. Thank you !

[@junglekaka1]

This video is exactly what i am looking for. Thank you Dave. I can tell you are an advisor, so you know what do we need and want to watch. Hope you can post more interesting informative videos. :)

[@davezoller]

Great! I'm glad it's useful.

[@eliansolomon627]

I started subcribing after this vedio , it make sense for me , may you ad more vedio that help an advisor like me , i share this to my group .

[@davezoller]

Thanks, Wendy!

[@gregfok]

Great video, Dave!

[@davezoller]

Thanks, Greg!

[@davezoller]

Do you have a favorite question to ask in the first meeting? Please share it!

[@mattfernandez434]

What do you like best about your current investments? What do you dislike? Helps gauge their understanding of how investments work and what they do not want to hear.

[@MegaShankie]

Awesome content

[@davezoller]

Thank you!

[@aq7705]

How about a series of vids about what you do to run your business? Or, how did you get started - the process you went through? Thanks for sharing.

[@davezoller]

Thank you!

[@Dragcnborn]

Just found your channel this morning, thank you for all the tips and tricks. Will be putting a lot of this into action today. Subscribed & looking forward to your new content!

[@davezoller]

Welcome! I'm glad it's helpful!

[@olympicsniperxx5017]

Is being an advisor hard and stressful?

[@Dragcnborn]

@@olympicsniperxx5017 Yes but it can be very rewarding! if you are confident navigating hard conversations and okay will sales pressure its a great job. If you like the markets and are steered towards the money go into analytics, as an advisor your only goal should be to understand the client do the right thing, and you will meet a lot of resistance because people are scared of money and what is symbolizes. Confidence, transparency and people skills will get you pretty far, everything else can be learned pretty quickly.

[@laurettapambo1217]

Dave that was very interesting. I am interested in becoming a financial advisor, could you please inform me of the next steps?

[@thomasgoines8794]

Quite helpful!

[@davezoller]

Glad it was helpful!

[@seanlankarani1144]

Thanks Dave! So helpful

[@davezoller]

I’m glad you found it helpful, Sean!

[@Thereal225xbamm]

This was amazing honestly. I needed these tips 🎯

[@davezoller]

Thanks so much. I'm glad you found it helpful!

[@alexc3605]

This is a great way to open meetings

[@davezoller]

I'm glad you liked it, Alex. Thanks for commenting.

[@anthonium.]

Thank you for this video. I’m jumping over from the associate role to FA now however I feel so green that I feel even after asking these questions I won’t be able to identify the right solutions mainly due to lack of product knowledge. What would you advise me? Agreed a discord would be an amazing tool for this.

[@davezoller]

Can you get advice from other advisors at your firm to help with plan design?

[@anthonium.]

@@davezoller I’ll have to give it a shot. How did you transition from a prior role to FA? Did you have a mentor to “show you the ropes”?

[@laurah2023]

How has it worked out for you? @anthonium

[@mariojasso2743]

Dave great video thank you. Do you happen to have a fact finder pdf that you can share?

[@khoihoang5418]

Great video thanks Dave! you got a new sub

[@davezoller]

Thanks, Khoi. I appreciate it!

[@jimobrien6610]

Very good!

[@davezoller]

Thank you!

[@ruksanakabir46]

Working for a New York Life Financial advisor worth it? They often bug me for this or life insurance.. btw can you able to use similar questions to client as life insurance agent?

[@CapChris]

Do you have a discord? I'm looking to interview soon and speaking some actual fincial advisors in a cord would be great.

[@davezoller]

Not yet.

[@lilynoone1037]

Hey do you have any advice for a young person going in for an interview for a financial advisor apprentice at a well known bank?

[@davezoller]

Great question. I haven't interviewed with a bank before but I guess my advice would be the same for any interview. Go into the interview with a heart to serve both the clients and the advisors you'll be assisting. Find out if the do real financial planning instead of just selling products to clients. Other advisors have told me that when the bank is focused on product sales rather than assisting clients with real financial planning, then it becomes a grind. I'm not sure if that's helpful but that's what comes to mind.

[@NurseAngie0]

I'm looking for a financial advisor and have an appt tomorrow. I don't like these questions. They sound like you want me to do all the work figuring out the problem. A better question would be - Tell me about yourself and why you came to see me now. What areas do you feel you need help with?

[@Michelle_Sanders561]

How can I get a good financial advisor?

[@rialebepe5057]

Have you found one?

[@amymarcos2279]

No an adviser a client it helps me prepare for a productive consultation

[@derbybOyzZ]

Give paypal as a payment method for your site please.

[@leonardvinciguerra1726]

How do you start a conversation or introduce your product/service offerings to a new "prospect client" ?

[@danbaumgardner1192]

What is the conversation you have to GET this first appointment?

[@rgarri6396]

The first question a financial advisor ask is, how much money do you have? I charge one percent and can’t be bothered with you if your broke. A financial advisor is not your friend, he is only helping you to make money!